Profile
Mr. Thomas J.
Wickman is a Senior Vice President at Dana Investment Advisors, Inc. He is also a Portfolio Manager and became a registered investment advisor in 1979 and has been managing client portfolios since 1968.
Mr. Wickman was employed as a President & Treasurer by Legacy Capital Partners, Inc., a Principal by Kidder Peabody, and by Aluminum Co. of America /US/.
He graduated from the University of Wisconsin in 1964 with a BS in Chemical Engineering.
Tom Wickman active positions
| Companies | Position | Start |
|---|---|---|
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Portfolio Manager-Equities | 2022-03-31 |
Former positions of Tom Wickman
| Companies | Position | End |
|---|---|---|
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Corporate Officer/Principal | 1978-12-30 |
Arconic, Inc.
Arconic, Inc. AluminumNon-Energy Minerals Manufactures aluminum products, fabricated aluminum and other alloys | Corporate Officer/Principal | 1967-12-30 |
Legacy Capital Partners, Inc. (Old)
Legacy Capital Partners, Inc. (Old) Investment ManagersFinance Legacy Capital generally recommends individual securities in both the growth and value styles as well as fixed income securities, and provides advice on virtually every other type of security. The firm generally invests in all capitalization companies. It typically invests in equity securities, corporate and bank-sponsored debt instruments, municipal fixed income instruments, government securities including asset-backed securities, and other securities | President | - |
Training of Tom Wickman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Arconic, Inc.
Arconic, Inc. AluminumNon-Energy Minerals Manufactures aluminum products, fabricated aluminum and other alloys | Non-Energy Minerals |
Dana Investment Advisors, Inc.
Dana Investment Advisors, Inc. Investment ManagersFinance Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow. | Finance |
Legacy Capital Partners, Inc. (Old)
Legacy Capital Partners, Inc. (Old) Investment ManagersFinance Legacy Capital generally recommends individual securities in both the growth and value styles as well as fixed income securities, and provides advice on virtually every other type of security. The firm generally invests in all capitalization companies. It typically invests in equity securities, corporate and bank-sponsored debt instruments, municipal fixed income instruments, government securities including asset-backed securities, and other securities | Finance |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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